Haverford Trust Company’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Hold |
7,000
| – | – | ﹤0.01% | 328 |
|
|
2025
Q1 | $363K | Sell |
7,000
-2,557
| -27% | -$133K | ﹤0.01% | 326 |
|
|
2024
Q4 | $508K | Sell |
9,557
-1,350
| -12% | -$71.7K | 0.01% | 286 |
|
|
2024
Q3 | $556K | Sell |
10,907
-2,400
| -18% | -$122K | 0.01% | 291 |
|
|
2024
Q2 | $625K | Hold |
13,307
| – | – | 0.01% | 269 |
|
|
2024
Q1 | $601K | Sell |
13,307
-3,000
| -18% | -$135K | 0.01% | 262 |
|
|
2023
Q4 | $749K | Buy |
+16,307
| New | +$749K | 0.01% | 240 |
|
|
2022
Q3 | – | Sell |
-5,055
| Closed | -$203K | – | 352 |
|
|
2022
Q2 | $203K | Sell |
5,055
-1,449
| -22% | -$58.2K | ﹤0.01% | 328 |
|
|
2022
Q1 | $303K | Buy |
+6,504
| New | +$303K | ﹤0.01% | 308 |
|
|
2021
Q3 | – | Sell |
-628
| Closed | -$29K | – | 373 |
|
|
2021
Q2 | $29K | Buy |
+628
| New | +$29K | ﹤0.01% | 358 |
|